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96% accuracy • Instant processing
For auditors & compliance teams

Organize audit evidence binders by section and reference for complianceautomatically

Archive audit evidence documents with clear section references, workpaper numbers, and dates for regulatory compliance and audit trails.

Under 3 minutes
First rename
96% accuracy
With confidence preview
Stop manually organizing audit evidence across multiple binders and sections.
Ensure workpaper references and section numbers are visible for audit trails.
Maintain organized evidence for SOX compliance and regulatory examinations.
Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2024-10-14

Tax Packet #

123-4567890-123

Issuer

Tax Return

Knowing where your files landReady folder
Stop manually organizing audit evidence across multiple binders and sections.
Ensure workpaper references and section numbers are visible for audit trails.
Maintain organized evidence for SOX compliance and regulatory examinations.
Organize annual financials use caseOrganize year-end close use caseDropbox integrationPricing
Audit compliance automation

Organize audit evidence for regulatory compliance and examination readiness.

  • Connect audit evidence folders or workpaper management systems.
  • AI extracts section references, workpaper numbers, and evidence dates.
  • Organize by audit section and reference for systematic compliance management.

Proof: 2.8k audit evidence documents organized last quarter at 97.4% average confidence.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

client_return.pdf

After

2024_TaxReturn_Hamilton-LLC_1120S.pdf

Example naming rule

Rename to 2024-10-14_tax-return_123-456789

Vendor: Tax Return
Document #: 123-456789
Date: 2024-10-14
Accuracy: 96%%

Why teams adopt this workflow

SOX compliance: Organize evidence by control section for SOX 404 compliance and testing.

Examination ready: Structure evidence binders for external auditor examination and regulatory review.

Workpaper management: Link evidence to specific workpaper references for complete audit trails.

How it works

Audit evidence auto-names to Section_Reference_EvidenceDate_Description.pdf with 97%+ accuracy, ready for audit examination.

  • Connect audit evidence folders or workpaper management systems.
  • AI extracts section references, workpaper numbers, and evidence dates.
  • Organize by audit section and reference for systematic compliance management.

FAQ

Can I handle evidence from different audit frameworks?

Processes evidence for SOX, SOC, PCI, and other regulatory frameworks.

How do I maintain audit trails?

Organizes evidence chronologically with clear references for complete audit trails.

Will it work with electronic workpapers?

Handles both paper documents and electronic workpaper systems.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

tax-packet

Resources

Organize annual financials use caseOrganize year-end close use caseDropbox integrationPricing
Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

Start freeView pricing